Assign skills to service resources to indicate their areas of expertise. Service resources are assigned appointments based on their skills.
Required Editions
| Available in: Lightning Experience. |
| Available in: Enterprise and Unlimited Editions |
- On a service resource record page, click Assign Skills.
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Select one or more skills.
Important Ensure that you select all the necessary skills. A service resource can be assigned to an appointment only if the resource has all the skills that are required for the work type associated with that appointment. - Click Next.
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Enter a skill level from 0 through 99.99 based on how your business measures skill
level.
Important Omni-Channel doesn’t consider a skill value beyond 10. If you use the same resource for Salesforce Scheduler and Omni-Channel, then specify a value less than 10 for skills that are common to both products.
- Enter a start date.
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Save your changes.
The assigned skills now appear in the Skills related list tab on the service resource record page.
Tip To track a service resource’s skills easily, upload photos of licenses and
certifications in the Files related list on the service resource record page.